Match Group, Inc. — Form 8-K
Filed August 4, 2026 · analyzed by the 8-K Agent
8-K
▲ Likely positive
significance 48/100
What the filing says
Match Group reported Q2 2026 total revenue of $853M (down 1% YoY), with adjusted EBITDA of $331M (up 14% YoY) and 39% margin. Tinder's DAU decline narrowed to 4% YoY (best in 10 quarters), with MAU down 7% YoY vs. 8% in Q1. Hinge grew revenue 22% YoY to $204M with 13% MAU growth and 86% revenue growth in European expansion markets. Net income jumped 36% to $171M. Company repurchased 7.3M shares at $34/share ($245M), paid $91M dividends; diluted shares fell 5% YoY to 237M. Q3 guidance: revenue $885–895M (down 2–3% YoY), Adjusted EBITDA $330–335M (up 10% YoY).
Why this rating
Tinder stabilization + Hinge momentum are operationally positive, but company is $7.4B market cap with $853M quarterly revenue (~46B annualized). Revenue flat YoY is underperformance; Hinge growth offsets Tinder/E&E weakness. Meaningful but not trajectory-altering.
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